Wedmont Private Capital Schwab Strategic Tr Us Dividen Transaction History

Wedmont Private Capital

$1.99 Billion
Q1 2025

A detailed history of Wedmont Private Capital transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wedmont Private Capital holds 96,852 shares of SCHD stock, worth $2.67 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

96,852

Previous 90,965 6.47%

Holding current value

$2.67 Million

Previous $2.49 Million 7.48%

% of portfolio

0.13%

Previous 0.13%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$27.01 - $28.54 $159,007 - $168,014	5,887 Added 6.47%	96,852 $2.67 Million
Q4 2024 Jan 13, 2025	BUY	$26.93 - $84.95 $1.82 Million - $5.74 Million	67,556 Added 288.59%	90,965 $2.49 Million
Q3 2024 Oct 08, 2024	BUY	$77.02 - $85.06 $85,954 - $94,926	1,116 Added 5.01%	23,409 $1.98 Million
Q2 2024 Jul 15, 2024	BUY	$75.81 - $80.15 $291,262 - $307,936	3,842 Added 20.82%	22,293 $1.73 Million
Q1 2024 Apr 10, 2024	SELL	$75.25 - $80.63 $33,561 - $35,960	-446 Reduced 2.36%	18,451 $1.49 Million
Q4 2023 Jan 09, 2024	BUY	$66.9 - $76.32 $56,262 - $64,185	841 Added 4.66%	18,897 $1.44 Million
Q3 2023 Oct 10, 2023	BUY	$70.63 - $75.66 $31,995 - $34,273	453 Added 2.57%	18,056 $1.28 Million
Q2 2023 Jul 17, 2023	BUY	$69.18 - $73.94 $150,397 - $160,745	2,174 Added 14.09%	17,603 $1.28 Million
Q1 2023 Apr 11, 2023	SELL	$70.28 - $78.03 $598,434 - $664,425	-8,515 Reduced 35.56%	15,429 $1.13 Million
Q4 2022 Jan 09, 2023	BUY	$67.16 - $79.06 $795,577 - $936,544	11,846 Added 97.92%	23,944 $0
Q3 2022 Oct 03, 2022	BUY	$66.43 - $77.87 $132 - $155	2 Added 0.02%	12,098 $804,000
Q2 2022 Jul 11, 2022	BUY	$70.31 - $80.24 $215,078 - $245,454	3,059 Added 33.85%	12,096 $866,000
Q1 2022 Apr 05, 2022	BUY	$75.14 - $81.94 $345,042 - $376,268	4,592 Added 103.31%	9,037 $717,000
Q4 2021 Jan 14, 2022	BUY	$74.93 - $80.86 $333,063 - $359,422	4,445 New	4,445 $364,000

Others Institutions Holding SCHD

# of Institutions

1,955

Shares Held

850M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Wedmont Private Capital Schwab Strategic Tr Us Dividen Transaction History